RE: Vendor Bill Payment Email Workflow
I’m trying to create a workflow to auto send my bill payment transaction PDF to the vendor, I can get the email to generate, but even though I have Include Transaction checked and PDF chosen, it’s not generating and attaching the PDF, anyone know what I’m doing wrong?
Just going to throw out a few ideas here…
- Are you using an email template in your workflow? I recommend using an email template.
- Are you 100% positive the correct transaction record is being sent? Is it possibly sending the Vendor Bill record and not the Payment record?
- Check the account specific “Set Preferences” tab, what is your default Transaction Email format?
- Do you have a default print pdf template selected? Can you print the record in the format you want? If you don’t have a template selected it can’t print or email the PDF.
Hope this helps!
